Market Updates, News & Insights

Jonathan Armitage, CFS Chief Investment Officer, and Al Clark, CFS Head of Investments, summarise the main factors contributing to market activity in the last quarter. They also share their insights on the latest developments.

Jonathan Armitage, CFS Chief Investment Officer, delves into the latest themes including the after-effects of the August market movements, key US developments and Australia's interest rate policy.

Dramatic movements in global financial markets saw investors in a panic and commentators predicting a US recession. CFS Chief Investment Officer, Jonathan Armitage cuts through the doom and gloom, and calls this for what it is – an overreaction. 

Bryce Quirk, CFS Group Executive, Distribution, provides our latest update including how we're working with advisers, FirstChoice and CFS Edge enhancements, and investment initiatives.

A second year of strong returns saw CFS outpace industry and retail super providers despite ongoing volatility over the financial year.

Jonathan Armitage, CFS Chief Investment Officer, is joined by Al Clark, CFS Head of Investments, to highlight the drivers behind strong local and overseas investment performance, as well as the broadening out of equity markets. They also discuss the changing dynamics of markets, following the recent UK and France elections.

CFS 10x and Microsoft recently hosted an early-adopting group of financial advisers to discuss the benefits of AI for their practices and clients.

Jonathan Armitage, CFS Chief Investment Officer, discusses his recent trip to assess US companies and the state of the US consumer. He also looks at the likelihood of rate cuts over the remainder of 2024, the US Election cycle and the ongoing volatility of inflation data.

The FirstTech team shares their analysis of the Federal Budget announcements in an overview video and detailed briefing paper. For more analysis and a chance to ask our experts, you can view a webinar session.